Trg Investment Advisors LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Trg Investment Advisors LLC is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $269,294 and reported indirect compensation totals $66,880.
Reported compensation summary
- Reported direct compensation
- $269,294
- Reported indirect compensation
- $66,880
- Total reported compensation
- $336,174
- Filings
- 11
- Plan sponsors
- 11
- Plans
- 11
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| World Learning, Inc. | VT | 1 | $47,370 |
| Otis Health Care Center | VT | 1 | $43,015 |
| Health Care And Rehabilitation Services Of Southeastern Vermont | VT | 1 | $42,314 |
| New Chapter, Inc. | VT | 1 | $37,190 |
| Brattleboro Retreat | VT | 1 | $34,369 |
| Kimball Union Academy | NH | 1 | $33,197 |
| Newsbank, Inc. | VT | 1 | $28,948 |
| Holstein Association Usa, Inc. | VT | 1 | $22,561 |
| Cn Holdings, Inc. | VT | 1 | $21,859 |
| Dublin School | NH | 1 | $17,528 |
State footprint
Plans reporting Trg Investment Advisors LLC are sponsored in VT (8), NH (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| World Learning, Inc. | World Learning, Inc. Retirement Plan | 2023 | $47,370 | not reported in the loaded dataset |
| Otis Health Care Center | Otis Health Care Center 401k Plan | 2023 | $18,449 | $24,566 |
| Health Care And Rehabilitation Services Of Southeastern Vermont | Health Care And Rehabilitation Services Of Southeastern Vermont | 2023 | $0 | $42,314 |
| New Chapter, Inc. | New Chapter, Inc. 401(K) Plan | 2023 | $37,190 | not reported in the loaded dataset |
| Brattleboro Retreat | Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat | 2023 | $34,369 | not reported in the loaded dataset |
| Kimball Union Academy | Kimball Union Academy Dc Retirement Plan | 2023 | $33,197 | not reported in the loaded dataset |
| Newsbank, Inc. | Newsbank Retirement Savings Plan | 2023 | $28,948 | not reported in the loaded dataset |
| Holstein Association Usa, Inc. | Holstein Association Usa, Inc. Retirement Savings Plan | 2023 | $22,561 | not reported in the loaded dataset |
| Cn Holdings, Inc. | Cn Holdings Retirement Profit-Sharing Plan | 2023 | $21,859 | not reported in the loaded dataset |
| Dublin School | Dublin School 403(B) Retirement Plan | 2023 | $17,528 | not reported in the loaded dataset |
| The White Mountain School | White Mountain School Dc Plan | 2023 | $7,823 | not reported in the loaded dataset |
Related Form 5500 pages
- World Learning, Inc. Retirement Plan (plan 001)
- World Learning, Inc. — all reported plans
- Otis Health Care Center 401k Plan (plan 001)
- Otis Health Care Center — all reported plans
- Health Care And Rehabilitation Services Of Southeastern Vermont (plan 001)
- Health Care And Rehabilitation Services Of Southeastern Vermont — all reported plans
- New Chapter, Inc. 401(K) Plan (plan 001)
- New Chapter, Inc. — all reported plans
- Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat (plan 002)
- Brattleboro Retreat — all reported plans
- Kimball Union Academy Dc Retirement Plan (plan 001)
- Kimball Union Academy — all reported plans
- Newsbank Retirement Savings Plan (plan 001)
- Newsbank, Inc. — all reported plans
- Holstein Association Usa, Inc. Retirement Savings Plan (plan 002)
- Holstein Association Usa, Inc. — all reported plans
- Cn Holdings Retirement Profit-Sharing Plan (plan 001)
- Cn Holdings, Inc. — all reported plans
- Dublin School 403(B) Retirement Plan (plan 001)
- Dublin School — all reported plans
- White Mountain School Dc Plan (plan 001)
- The White Mountain School — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources